Sanjeev
Butani
Eagle Strategies LLC
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About this Advisor
Sanjeev Butani is a financial advisor based in Sterling, Virginia, working with Eagle Strategies LLC. Sanjeev has previously held positions at New York Life Insurance Company, Sagepoint Financial, Inc, Aig, Pruco Securities, LLC, The Prudential Insurance Company Of America, New York Life Insurance Com, Nylife Securities LLC, and Nylife Securities Inc. Sanjeev has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland and Virginia. Currently, Sanjeev is part of Eagle Strategies LLC, which operates out of Sterling, Virginia. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sanjeev Butani Work History
New York Life Insurance Com
Nylife Securities LLC
Pruco Securities, LLC
The Prudential Insurance Company Of America
Sagepoint Financial, Inc
Aig
New York Life Insurance Company
Nylife Securities Inc
Disclosures
Please visit the SEC profile of Sanjeev Butani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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